99 tracked 13F filers disclose a position in SCHQ as of the latest SEC 13F filings, a combined $440.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $125.4M | 4.0M | ▼−34% Reduced · −2.1M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $42.8M | 1.4M | ▼−29% Reduced · −544K sh | Q1 2026 | |
| 3 | Mirae Asset Global Investments Co., Ltd. | $30.7M | 978K | ▼−24% Reduced · −306K sh | Q1 2026 | |
| 4 | MML INVESTORS SERVICES, LLC | $30.7M | 976K | ▼−41% Reduced · −669K sh | Q1 2026 | |
| 5 | Tidal Investments LLC | $21.2M | 676K | ▲+113% Added · +359K sh | Q1 2026 | |
| 6 | Carolina Wealth Advisors, LLC | $18.1M | 580K | ▲+2.7% Added · +15K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $14.7M | 469K | ▲+39% Added · +131K sh | Q1 2026 | |
| 8 | Werba Rubin Papier Wealth Management | $14.6M | 465K | ▼−2.8% Reduced · −13K sh | Q2 2026 | |
| 9 | JPMORGAN CHASE & CO | $13.2M | 420K | ▼−30% Reduced · −182K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $11.7M | 373K | ▼−25% Reduced · −124K sh | Q1 2026 | |
| 11 | L2 Asset Management, LLC | $10.2M | 325K | ▲+100% Added · +163K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $9.8M | 313K | ▼−34% Reduced · −161K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $9.0M | 286K | ▲+103% Added · +145K sh | Q1 2026 | |
| 14 | AllGen Financial Advisors, Inc. | $6.9M | 222K | ▲New +222K sh | Q2 2026 | |
| 15 | Summit Financial, LLC | $5.9M | 189K | ▲+115% Added · +101K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $5.1M | 161K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $4.7M | 150K | ▼−1.8% Reduced · −3K sh | Q1 2026 | |
| 18 | Attessa Capital LLC | $4.2M | 133K | ▲+7.4% Added · +9K sh | Q2 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $3.7M | 119K | ▼−57% Reduced · −161K sh | Q1 2026 | |
| 20 | WT Wealth Management | $3.2M | 104K | ▲+14% Added · +13K sh | Q2 2026 | |
| 21 | Fermata Advisors, LLC | $3.1M | 98K | ▲+87% Added · +46K sh | Q2 2026 | |
| 22 | Charles Schwab Trust Co | $2.8M | 90K | ▲+5.4% Added · +5K sh | Q2 2026 | |
| 23 | MFG WEALTH MANAGEMENT, INC. | $2.5M | 79K | ▲+7.1% Added · +5K sh | Q2 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $2.4M | 78K | ▼−5.3% Reduced · −4K sh | Q1 2026 | |
| 25 | GTS SECURITIES LLC | $2.2M | 70K | ▼−54% Reduced · −83K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in SCHQ and 18 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 43 funds | $7.4B |
| NVIDIA CORPNVDA | 43 funds | $6.3B |
| MICROSOFT CORPMSFT | 43 funds | $4.7B |
| ALPHABET INC-CL CGOOG | 43 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 41 funds | $3.8B |
| AMAZON.COM INCAMZN | 41 funds | $3.4B |
| VANGUARD S&P 500 ETFVOO | 41 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 41 funds | $1.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 41 funds | $1.1B |
| ISHARES CORE S&P 500 ETFIVV | 39 funds | $3.6B |
| BROADCOM INCAVGO | 39 funds | $2.8B |
| TESLA INCTSLA | 39 funds | $1.6B |
Ranked by how many of SCHQ's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| SCHDmc | 1539 funds | $20.4B |
| SCHGcs | 1232 funds | $25.2B |
| SCHFcs | 1214 funds | $33.6B |
| SCHXmc | 1169 funds | $25.4B |
| SCHAmc | 1010 funds | $7.0B |
| SCHBcs | 1001 funds | $11.3B |
| SCHMmc | 807 funds | $8.3B |
| SCHVmc | 732 funds | $10.5B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SCHQ
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SCHQ/capital-change-brief"
Use Arkolith's capital_change_brief for SCHQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCHQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.